Search Modifiers, Boolean Operators and Searchable Fields
Search Modifiers
Using modifiers in your Hiveage searches will help you to narrow your search providing a more accurate search result. We have introduced three new types of modifiers to make your searching more convenient.
- Text Modifier
- Amount Modifier
- Date Modifier
1. Text Modifier
A text modifier allows you to search a specific field. This will populate more accurate search results, compared to the Basic Search.
How to use it
[Text Modifier]:[Search Term]
E.g.:
- When you type status:viewed in the Invoices tab, all the invoices with the label ‘viewed’ will be matched.
- When you type client.name:Adam in the Estimates tab, all the estimates for clients with the name ‘Adam’ will be matched.
- When you type country:Australia in the Network tab, all businesses from Australia will be matched.
* A full list of text modifiers which can be used in each section is available towards the end of this article.
2. Amount Modifier
Amount modifiers are used with more and less
How to use it
[Amount Modifier]:[Search Term]
E.g.:
- amount:100 – Match amounts which are exactly 100
- item.quantity_less:350 – Match item quantities which are less than 350
- payment.amount_more:2500 – Match payment amounts which are higher than 2500
Both more and less terms support decimal places as well.
The main amount field of an object can be searched by using less and more to simplify usability.
E.g.:
- less:1000 – Match amounts which are less than 1000
- more:5000 – Match amounts which are higher than 5000
* A full list of text modifiers which can be used in each section is available towards the end of this article.
3. Date Modifier
Date modifiers are used with on, during, after and before
How to use it
[Date Modifier]:[Search Term]
E.g.:
- due_on:2016-05-26 – Match items which are due for 2016-05-26
- date_after:2016-03-01 – Match items after 2016-03-01
- payment.before:2016-02-28 – Match payments done before 2016-02-28
- created_during:2016-05-10 – Match items created on 2016-05-10
on and during can be used interchangeably.
E.g.: payment.on:2016-08-10 and payment.during:2016-08-10 will give you same set of results.
The main date field of an object can be searched by using on,during, after and before, to simplify usability.
E.g.:
- on:2016-04-14 – Match items for 2016-04-14
- after:2016-04-14 – Match items after 2016-04-14
- during:2016-04-14 – Match items for 2016-04-14
- before:2016-04-14 – Match items before 2016-04-14
* A full list of text modifiers which can be used in each section is available towards the end of this article.
Using Boolean Operators
Boolean operators allow terms to be combined through logic operators. Hiveage uses AND, OR and NOT as Boolean operators.
Boolean operators must be ALL CAPS.
E.g.:
- client.name:john doe AND payment.amount_more:2500 – Search items that contain the name ‘John Doe’ and payment amount more than 2500
- client.name:john doe OR payment.amount_more:2500 – Search items that contain either the name ‘John Doe’ or payment amount more than 2500
- client.name:john doe NOT payment.amount_more:2500 – Search items that contain the name ‘John Doe’ but no payment amount more than 2500
To make search more simple, Hiveage allows you to use && (ampersand) for the AND operator, || (vertical bar) for the OR operator and ! (exclamation) for the NOT operator.
E.g.:
- amount:100 AND client:john joe and amount:100 && client:john joe will give you same results
- amount:100 OR client:john joe and amount:100 || client:john joe will give you same results
- amount:100 NOT client:john joe and amount:100 ! client:john joe will give you same results
Using Boolean operators with dates
Using before and after, coupled with a Boolean operator, you can now search for a set of results within a specific period of time.
E.g.:
after:2015-06-25 AND before:2016-03-10
payment.before:2016-09-15 AND payment.after:2016-04-30
Searchable Fields
A full list of searchable fields and search modifiers for each section is below:
1. Invoices
Basic Search Fields
- id
- no
- po_no
- summary
- note
- currency
- date
- status
- payment_methods
- amount
- client.email
- client.name
- client.contact
- item.description
- time.description
- expense.description
- mileage.description
- tag.name
- tax.name
- discount.name
- shipping.name
- payment.status
Text Modifiers
- id
- no
- po_no
- summary
- note
- currency
- date
- status
- payment_methods
- client
- client.email
- client.name
- client.contact
- item
- item.description
- time
- time.description
- expense
- expense.description
- mileage
- mileage.description
- tag.name
- tax.name
- discount.name
- shipping.name
- payment
- payment.status
- payment.receipt_no
- payment.payment_method
- payment.details
Amount Modifiers
Note: (X)= less, more
- amount_(X) – Main amount field
- due_(X)
- item.quantity_(X)
- item.rate_(X)
- item.amount_(X)
- time.quantity_(X)
- time.rate_(X)
- time.amount_(X)
- expense.amount_(X)
- mileage.quantity_(X)
- mileage.rate_(X)
- mileage.amount_(X)
- payment.amount_(X)
Date Modifiers
Note: (X)= on, after, before, during
- date_(X) – Main date field
- due_(X)
- payment.(X)
- created_(X)
2. Estimates
Basic Search Fields
- id
- no
- po_no
- summary
- note
- currency
- date
- status
- payment_methods
- amount
- client.email
- client.name
- client.contact
- item.description
- time.description
- expense.description
- mileage.description
- tag.name
- tax.name
- discount.name
- shipping.name
Text Modifiers
- id
- no
- po_no
- summary
- note
- currency
- date
- status
- payment_methods
- client
- client.email
- client.name
- client.contact
- item
- item.description
- item.unit
- time
- time.description
- expense
- expense.description
- mileage
- mileage.description
- comments
Amount Modifiers
Note: (X)= less, more
- amount_(X) – Main amount field
- due_(X)
- item.quantity_(X)
- item.rate_(X)
- item.amount_(X)
- time.quantity_(X)
- time.rate_(X)
- time.amount_(X)
- expense.amount_(X)
- mileage.quantity_(X)
- mileage.rate_(X)
- mileage.amount_(X)
Date Modifiers
Note: (X)= on, after, before, during
- date_(X) – Main date field
- expire_(X)
- created_(X)
3. Bills
Basic Search Fields
- id
- no
- po_no
- summary
- note
- currency
- date
- status
- payment_methods
- amount
- client.email
- client.name
- client.contact
- item.description
- time.description
- expense.description
- mileage.description
- tag.name
- tax.name
- discount.name
- shipping.name
- payments.status
Text Modifiers
- id
- no
- ref_no
- summary
- note
- currency
- date
- status
- payment_methods
- client
- client.email
- client.name
- client.contact
- item
- item.description
- item.unit
- time
- time.description
- expense
- expense.description
- mileage
- mileage.description
- tag.name
- tax.name
- discount.name
- comments
- payment
- payment.status
- payment.receipt_no
- payment.payment_method
- payment.details
Amount Modifiers
Note: (X)= less, more
- amount_(X) – Main amount field
- due_(X)
- item.quantity_(X)
- item.rate_(X)
- item.amount_(X)
- time.quantity_(X)
- time.rate_(X)
- time.amount_(X)
- expense.amount_(X)
- mileage.quantity_(X)
- mileage.rate_(X)
- mileage.amount_(X)
- payment.amount_(X)
Date Modifiers
Note: (X)= on, after, before, during
- date_(X) – Main date field
- due_(X)
- payment.(X)
- created_(X)
4. Recurring Invoices
Basic Search Fields
- id
- no
- profile
- profile_id
- po_no
- summary
- note
- currency
- date
- status
- payment_methods
- amount
- client.email
- client.name
- client.contact
- item.description
- time.description
- expense.description
- mileage.description
- tag.name
- tax.name
- discount.name
- shipping.name
Text Modifiers
- id
- no
- profile
- profile_id
- po_no
- summary
- note
- currency
- date
- status
- payment_methods
- client
- client.email
- client.name
- client.contact
- item
- item.description
- item.unit
- time
- time.description
- expense
- expense.description
- mileage
- mileage.description
- comments
Amount Modifiers
Note: (X)= less, more
- amount_(X) – Main amount field
- item.quantity_(X)
- item.rate_(X)
- item.amount_(X)
- time.quantity_(X)
- time.rate_(X)
- time.amount_(X)
- expense.amount_(X)
- mileage.quantity_(X)
- mileage.rate_(X)
- mileage.amount_(X)
Date Modifiers
Note: (X)= on, after, before, during
- start_(X) – Main date field
- due_(X)
- created_(X)
5. Recurring Bills
Basic Search Fields
- id
- no
- profile
- profile_id
- po_no
- summary
- note
- currency
- date
- status
- payment_methods
- amount
- client.email
- client.name
- client.contact
- item.description
- time.description
- expense.description
- mileage.description
- tag.name
- tax.name
- discount.name
- shipping.name
Text Modifiers
- id
- no
- profile
- profile_id
- po_no
- summary
- note
- currency
- date
- status
- payment_methods
- client
- client.email
- client.name
- client.contact
- item
- item.description
- item.unit
- time
- time.description
- expense
- expense.description
- mileage
- mileage.description
Amount Modifiers
Note: (X)= less, more
- amount_(X) – Main amount field
- item.quantity_(X)
- item.rate_(X)
- item.amount_(X)
- time.quantity_(X)
- time.rate_(X)
- time.amount_(X)
- expense.amount_(X)
- mileage.quantity_(X)
- mileage.rate_(X)
- mileage.amount_(X)
Date Modifiers
Note: (X)= on, after, before, during
- start_(X) – Main date field
- due_(X)
- created_(X)
6. CRM
Basic Search Fields
- id
- category_name
- organization_name
- first_name
- last_name
- connection_name
- currency
- phone
- mobile
- city
- zip_code
- country
- language
- website
- address
- state
- custom_fields
- contact
Text Modifiers
- id
- category_name
- organization_name
- first_name
- last_name
- connection_name
- currency
- phone
- mobile
- city
- zip_code
- country
- language
- website
- address
- state
- custom_fields
- contact
Date Modifiers
Note: (X)= on, after, before, during
- created_(X)- Main date field
7. Files
Basic Search Fields
- extension
- name
- uploader
- size
Text Modifiers
- extension
- name
- uploader
- size
Amount Modifiers
Note: (X)= less, more
- size_(X)- Main amount field
Date Modifiers
Note: (X)= on, after, before, during
- created_(X)- Main date field
7. Item Category
Basic Search Fields
- name
- unit
- description
- price (or rate)
Text Modifiers
- name
- unit
- description
- price (or rate)
Amount Modifiers
Note: (X)= less, more
- price(or rate)_(X)- Main amount field
Date Modifiers
Note: (X)= on, after, before, during
- created_(X)- Main date field
8. Task Category
Basic Search Fields
- name
- rate
Text Modifiers
- name
- rate
Amount Modifiers
Note: (X)= less, more
- rate_(X)- Main amount field
Date Modifiers
Note: (X)= on, after, before, during
- created_(X)- Main date field
9. Expense Category
Basic Search Fields
- name
- rate
Text Modifiers
- name
- rate
Amount Modifiers
Note: (X)= less, more
- rate_(X)- Main amount field
Date Modifiers
Note: (X)= on, after, before, during
- created_(X)- Main date field
10. Trip Category
Basic Search Fields
- name
- rate
Text Modifiers
- name
- rate
Amount Modifiers
Note: (X)= less, more
- rate_(X)- Main amount field
Date Modifiers
Note: (X)= on, after, before, during
- created_(X)- Main date field
11. Tags
Basic Search Fields
- name
Text Modifiers
- name
Date Modifiers
Note: (X)= on, after, before, during
- created_(X)- Main date field
12. Time Entry
Basic Search Fields
- description
- date
- status
- duration
- task
- client.email
- client.name
- client.contact
- tag.name
Text Modifiers
- description
- date
- status
- duration
- task
- client.email
- client.name
- client.contact
- tag.name
Amount Modifiers
Note: (X)= less, more
- duration_(X)- Main amount field
Date Modifiers
Note: (X)= on, after, before, during
- date_(X)- Main date field
- created_(X)
13. Expense Entry
Basic Search Fields
- description
- date
- status
- amount
- expense
- client.email
- client.name
- client.contact
- tag.name
Text Modifiers
- description
- status
- expense
- client.email
- client.name
- client.contact
- tag.name
Amount Modifiers
Note: (X)= less, more
- amount_(X)- Main amount field
Date Modifiers
Note: (X)= on, after, before, during
- date_(X)- Main date field
- created_(X)
14. Mileage Entry
Basic Search Fields
- description
- date
- status
- distance
- trip
- client.email
- client.name
- client.contact
- tag.name
Text Modifiers
- description
- status
- trip
- client.email
- client.name
- client.contact
- tag.name
Amount Modifiers
Note: (X)= less, more
- distance_(X)- Main amount field
Date Modifiers
Note: (X)= on, after, before, during
- date_(X)- Main date field
- created_(X)